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Welcome to Capstone Tax & Financial, where you'll find a wealth of helpful information regarding taxes and making financial decisions.

When our tax firm started in 1983, it quickly became clear that many of our tax clients were suffering from poor investment advice. We decided to pair our expert tax services with financial services and became an Investment Advisor in 1987 through HD Vest Investment ServicesSM. Today we continue to provide unique and customized solutions that are essential in our complicated world.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your taxes and personal financial situation. We are here to help you gain a better understanding of the financial concepts behind insurance, investing, taxes, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Chris Michalak is a registered representative with the following registrations 7, 66, and can transact business with clients in Colorado, Iowa, Kentucky, Massachusetts, Michigan, New Mexico, Ohio, Oregon, Virginia and Wisconsin. Chris Michalak is also an investment adviser agent licensed in Colorado, Iowa, Kentucky, Michigan, Ohio, Oregon, Virginia and Wisconsin. Chris Michalak is also an insurance agent licensed in Michigan, Ohio and Virginia.

Gabriel Sandler is a registered representative with the following registrations 7, 66, and can transact business with clients in Michigan. Gabriel Sandler is also an investment adviser agent licensed in Michigan.

Anne Haven is an insurance agent specializing in John Hancock Long-Term Care Insurance licensed in Michigan. Anne Haven is also a general securities representative registered to transact business with clients in Michigan.

Jennifer Lahnala is a general securities representative registered to transact business with clients in Michigan.

If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.